What Zoho account do you need for plugin?
Our plugin works with Zoho One, Standard, Professional, Enterprise, and Ultimate packages.
How long does it take to install and configure the plugin?
This largely depends on your current CRM and WordPress set up. A typical configuration takes 1-3 hours. If you have questions about your set up, please contact us
Do you offer support and what's included in the support?
Yes, we do offer support which includes an hour of assistance with your installation and configuration. For any other troubleshooting related to WordPress or Zoho CRM, please contact us or Zoho.
Which Zoho apps can be integrated with the plugin?
CRM
Books
Desk
Subscriptions
Zoho Sign
Vault
Projects
WorkDrive
Inventory
What is an API Call?
An API call is used each time a client requests new information stored in Zoho, edits a record or adds a new one.
How do I decide how many API Calls I need?
The usage will be displayed on the plugin license dashboard. If you have 100 clients and each client is expected to edit 1 record, view an invoice, and submit a support ticket with a 4 message thread then you will use 6 API calls per client or 600 API calls per month.
What happens when I run out of API calls?
You will receive 2 email notifications when you get close to the API limit. Once you reach the limit, your portal users will no longer be able to login. You can upgrade your plan by going to the License page of the plugin.
How secure is my data and the plugin?
The plugin does not store any Zoho data. It uses OAuth 2.0 security protocol to access information from your Zoho account. We, Catalyst Connect, do not store any of the data on our servers.
My plugin is in English. How do I show it in French or Spanish?
This Plugin supports English only at this time. There are options out there like https://wordpress.org/plugins/gtranslate/ that use google translate to add support for multiple languages and may be worth giving a try. Please note that the example given is just that, an example of one option of many similar plugins that accomplish similar functionality. We are not affiliated with this or other translation plugins.
Email Deliverability
This Plugin sends various email notifications like password reset links, file upload notifications etc. By default the Plugin will use the server your website is hosted on. In order to improve email deliverability we recommend installing another plugin like this one https://wordpress.org/plugins/wp-mail-smtp/ to configure your own mail server. Please note that the example given is just that, an example of one option of many similar plugins that accomplish similar functionality. We are not affiliated with this or other SMTP plugins.